Accounts Dashboard
A live view of where the money stands: the balance of each account group, and, one double-click away, the balance of each account in a group — straight from the ledgers. It needs the Account Reports permission.
Groups
The left grid lists every account group with its total Amount (debit balance positive, credit balance negative), in report order. Groups with a credit balance are shaded pink; the last line gives the total of all groups, which is zero when the books balance.
- Hide 0 Bal (on by default) leaves out groups whose balance is nil.
- Refresh reloads the balances after you have made entries.
Accounts in a group
Double-click a group to list its accounts on the right, with each account's Debit or Credit balance. The title shows the group chosen. Below the list you get the totals and the net difference (==>).
- Hide Unused (on by default) hides accounts that have had no entries at all, and Hide 0 Bal hides those whose balance is nil.
- Type at least two letters in the search box to show only the accounts containing that text; the up and down arrow keys move through the matches.
- Double-click an account to open its ledger.
For the activity behind these balances (how many entries of which kind), see the Accounts Entry Summary.